Frizzell Wealth Management - Wallingford

Address: 1, Frizzell Wealth Management, St Marys Court, Wallingford OX10 0EB, United Kingdom.
Phone: 1491821001.
Website: frizzellwm.co.uk.
Specialties: Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 33 reviews on Google My Business.
Average opinion: 5/5.

Location of Frizzell Wealth Management

1491821001

Frizzell Wealth Management is a financial consulting firm located at 1, Frizzell Wealth Management, St Marys Court, Wallingford OX10 0EB, United Kingdom. They can be reached at 1491821001. The company's website is frizzellwm.co.uk.

Frizzell Wealth Management specializes in providing financial consulting services. Their team of experts is dedicated to helping clients make informed decisions about their finances, and they offer a range of services to meet individual needs. These services include online appointments, on-site services, and they have wheelchair-accessible facilities, including a car park, entrance, and toilet.

One of the key features of Frizzell Wealth Management is their commitment to providing personalized service. They take the time to understand each client's unique financial situation, and they work closely with clients to develop customized financial plans. Whether clients are looking to invest for the first time, plan for retirement, or manage their existing investments, Frizzell Wealth Management has the expertise and resources to help.

Another important aspect of Frizzell Wealth Management is their focus on communication. They believe that open and transparent communication is essential to building strong relationships with clients. They keep clients informed about their investments and provide regular updates on market trends and financial news.

Frizzell Wealth Management has an excellent reputation in the industry, with 33 reviews on Google My Business and an average rating of 5/5. Clients have praised the company for their expertise, professionalism, and dedication to providing exceptional service.

If you are looking for a financial consulting firm that you can trust, Frizzell Wealth Management is an excellent choice. Their team of experts, personalized service, and commitment to communication make them a standout in the industry. To learn more about Frizzell Wealth Management and to schedule an appointment, visit their website at frizzellwm.co.uk. Don't hesitate to contact them, they will be happy to help you achieve your financial goals.

Reviews of Frizzell Wealth Management

Frizzell Wealth Management - Wallingford

Karl Spreadbury

5/5

Steve,

Firstly thank you. Thank you for helping me sort through my pensions and helping with the management moving forward. I know that I should know better, but since changing to being self employed they have sat there and lets be honest, not doing much.

Even though I work in the financial industries myself, I do not know about the pension aspect. You explained this in full to me and talked through how the funds will be used and managed. Thank you or taking the time to go through this with me.

I have no hesitation to recommend you to my friends, family and clientele.

Many thanks

Karl

Graham Norton

5/5

After years of hesitating and wondering if I should seek the support of a financial advisor I took the plunge late in 2023. I had met James Tilley before and although we didn't know each other very well at that stage I already had a strong impression that he was someone that I could trust.

My biggest fear/hesitation regarding seeing a financial advisor was that I thought I might be pressured into taking actions I didn't want to (e.g. paying a higher percentage of my salary into my pension). I was not sure if a financial advisor would really take the time to understand me, my circumstances and help me make the right decisions for myself. With James it quickly became clear that my fears were not well founded.

James spent a lot of time understanding me. Not my instantly my finances and how much money I had to invest in X, Y or Z but me. He really genuinely wanted to understand where I was in my life, what made me tick and where I wanted my life to take me in the years to come. The decisions and actions he has taken for me, or supported me in taking, have been in support of my personal goals.

When I meet with James I feel like I am meeting an old friend who just wants to catch up on how I am. It just feels like that old friend of mine happens to be a financial wizard who knows far more that I ever will about financial sense. He has helped me protect my family and has given me confidence in my financial future that I have never had before.

I wouldn't hesitate to recommend James to anyone. He will help you move towards a future that is right for you. Take the plunge. I am so glad I did!

Pascal G.

5/5

Steve took the time to understand my personal expectations and concerns. He professionally and courteously adapted his proposal and explained it to me in detail. I feel reassured to have placed my pension in his hands and to be able to count on him.

mark henry

5/5

I have been amazed at how well my initial, modest investment has grown over the years. It is thanks to Frizzel Wealth Management that I am now able to retire early. The level of service and communication has been excellent too. Highly recommended. Thank you.

alun jones

5/5

Huge thanks once again to Donald Tsang for our update and catch-up. Clear, measured advice and guidance as always, delivered with patience, understanding and humour!
Always a pleasure - we feel we are in very safe hands,
Alun & Judith

Jonathan Coates

5/5

Frizzell Wealth Management have been a tremendous support in providing the advice to transfer my existing pension arrangements to a new scheme. This was a complex transfer, Tom Frizzell kept me updated and effected the transfer without a further erosion in value as a result of global economic events. I would highly recommend Tom and his team.

J Mac

5/5

Tom Frizzell has successfully looked after me and my family's financial interests for a number of years. He is always very courteous, professional and extremely knowledgeable in his advice. I wouldn't hesitate to recommend Tom to anyone seeking a safe pair of hands to manage their financial affairs.

Ryan Irving

5/5

I wanted to write to thank you and the team at Frizzell & Partners for your continued support and excellent management of my personal finances.

2020 has obviously been a tough year for everyone but despite that, the expertise you have at St James’s Place has ensured that my personal portfolio has continued to see positive returns.

I know this because your team at Frizzell & Partners provide regular updates and outstanding insight into exactly what’s going on at all times.

Thank you for your continued support and expertise. I will continue to passionately recommend your services to everyone.